GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you ever get sucked into your email Inbox, wander around in there for hours, only to resurface wondering where the time went and why you went in there in …
Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the accountant doesn’t isn’t charging enough to be able to provide the level of service the...
Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. Less than 1 year ago, Hannah had less than 100 subscribers on YouTube and a few dozen on her email list. Today, she has …
Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what...
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …
Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many business owners have hiring PTSD and staff that are challenging: hiring correctly …
Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire for Wealth. Barbara Huson is the leading authority on women, wealth and power. As a bestselling author, financial therapist,...
Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more. What we cover: Value-pricing requires a wholesale...
Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. Rob talks about What Profit First is and what it’s not How it helps...
Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not...
CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help …
Today I share with you a way of looking at 2021 on your clients’ behalf. While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to …
Have you planned your 2021 yet? Do the time, money, and the math all add up?
My guest today is Erica Goode. Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible. Many CPAs choose hourly billing when they...
If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes time to have …
Trap money is money that looks like good money, but in reality, it’s a trap. Trap Money is important to be able to recognize because it’s one of the factors keeping CPAs under the glass income ceiling and working long …
My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and selling strategies. These tech professionals who work at top levels inside...
Today I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it's such a problem to sell deliverables. We'll talk about …
We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that …
Today we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or not attracting them to begin with. And because of that, you could be missing out on really good revenue. …
Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers are great way to begin to think about Advisory Services for CPAs. But why these 3, and only these 3? Here …
Guidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertise and wisdom from thought leaders outside the accounting industry. In order for any profession to advance, it needs to...
Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and visualize which ones are going best and …
My guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of TWO podcasts: Ditching Hourly …